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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,162 | $94,436-72.3% | $115,599-77.4% | $82,637-68.3% |
| Participation rate | 77.8% | 70.4%+7.3pp | 74.3%+3.5pp | 68.1%+9.7pp |
| Annual return | 17.61% | 18.37%-0.8pp | 111.10%-93.5pp | 53.51%-35.9pp |
| Employer contribution / active EE | $1,080 | $2,324-53.5% | $2,955-63.4% | $2,552-57.7% |
| Participant deferral / active EE | $2,306 | $3,955-41.7% | $4,889-52.8% | $4,126-44.1% |
| Admin fee / account holder | $600 | $10,328-94.2% | $12,841-95.3% | $7,339-91.8% |